Get to know

Judi Watson

Judi is a licensed Investment Advisor Representative, dedicated to serving as a fiduciary and ensuring her clients always receive guidance that puts their needs first. In addition to her Life and Health and Property & Casualty licenses, she is licensed in several states across the country. Judi focuses on helping pre-retirees and retirees maximize income, reduce taxes, and build strategies that support long-term financial confidence.

Income Retirement Specialist
Licensed Broker

www.TheTFRA.com

Judi Watson has built an impressive career in finance, spanning over two decades. She has worked with prestigious organizations such as the NBA, Sotheby’s, and Merrill Lynch, gaining invaluable experience and expertise. Over time, Judi discovered her true calling in retirement planning, legacy building, family protection, and exploring supplementary approaches to long-term care. Her passion lies in helping others secure their financial futures and protect their loved ones, ensuring peace of mind for generations to come.

Judi’s personal journey has deeply shaped her professional mission. When her daughter, Kate, was diagnosed with a rare neurological disorder at just eight years old—a condition that included epilepsy—Judi became an unwavering advocate and fighter for Kate. This experience taught her the importance of resilience, planning, and advocating for those who need it most, values she carries into her work with clients.

Throughout her career, Judi has guided hundreds of families, each of whom she now considers part of her extended family. Her greatest joy comes from seeing the relief and confidence her clients feel when their families and finances are safeguarded. Judi’s work is driven by a profound commitment to helping others live with the assurance that they are protected and prepared for whatever the future holds.

Why Do You Do This Retirement Work?

I do this work because I’ve seen firsthand the stress and uncertainty that financial insecurity can bring to families. My own experience advocating for my daughter taught me the importance of planning and protecting what matters most. Retirement isn’t just about numbers; it’s about creating freedom, stability, and a legacy for the people you love. I’m passionate about helping others achieve that peace of mind.
What’s the motivation behind your work?
My motivation comes from knowing that I can make a meaningful difference in people’s lives. Many of my clients come to me overwhelmed by taxes, uncertain about their future, and worried about being a burden on their family. Other clients do not have that worrry but are worried about incurring large amounts of taxes on the legacy they have built over the years. Watching those same clients gain confidence and feel empowered in their financial decisions inspires me to keep doing what I do. I want to help as many people as possible live a secure and worry-free retirement.
Industry designations and education
I hold a FMVA certificate, completed course work in planning for secure retirement, behavioral finance and financial planning for young adultshave completed advanced coursework in tax planning and retirement strategies. I regularly attend professional development programs to stay ahead of the latest changes in financial planning techniques and wealth preservation.

Certifications

I didn’t attend a traditional college for finance, but I’m privileged to collaborate with industry experts who have decades of service in our field – and who have assisted thousands of clients in successfully navigating and achieving the retirement they deserve. I’ve also actively purchased and pursued specialized education in the financial services field. These courses have equipped me with a comprehensive understanding of wealth management, estate planning, risk mitigation, and tax strategies, ensuring that I am well-prepared to deliver exceptional service to clients
  • Ethics in Insurance
  • State Insurance Regulations
  • Insurance Products and Services
  • Annuities and Retirement Planning
  • Long-Term Care Insurance
  • Disability Insurance
  • Health Insurance and the Affordable Care Act (ACA)
  • Taxation of Insurance Products
  • Fraud Prevention and Consumer Protection
  • Product Suitability and Financial Planning
I am committed to staying current with industry developments and best practices. These designations require rigorous coursework, exams, and continuing education, ensuring I stay well-equipped to serve my clients.”
Industry Accolades
I’ve been recognized as a top advisor by FFL and , awarded a top advisor banner from SCkale for outstanding client service, and featured in Start Healthy Magazine for my innovative tax mitigation strategies. Additionally, I’m proud to have been a keynote speaker at several financial planning conferences, sharing insights on tax-efficient retirement strategies and legacy building.
Abigail Johnson
Insurance Agent, Retirement Advisor, & Life Insurance Specialist

With over 20 years of experience, Abby Johnson has made it her life's mission to help individuals and families. Specializing in life insurance and retirement planning, Abby is dedicated to making these often-complex decisions as clear and accessible as possible, so her clients can move forward with confidence.

Fluent in Spanish and Portuguese, Abby connects with a diverse range of clients, ensuring everyone has access to the expert guidance they deserve. She’s committed to providing services that go beyond traditional insurance—tailoring each approach to meet the unique needs and dreams of every client.

Abby’s passion for helping others extends beyond her professional life. She volunteers every week, giving back to her community and fostering relationships that go beyond business. This commitment to service—both in her career and through volunteer work—reflects her deep love for people and belief that everyone deserves support in building a secure future.

For Abby, it’s never just about policies—it’s about empowering people. Whether planning for retirement, protecting your family’s future, or finding the right life insurance, Abby is here to ensure that every step of the process feels straightforward, approachable, and, most importantly, focused on your needs.

816-490-6295
abby@riverstonelp.com
Kevin Johnson
Insurance Agent, Retirement Advisor, & Life Insurance Specialist

With over two decades of experience serving others, Kevin Johnson brings a deep commitment to helping individuals and families build financial security—both now and for the future. Though new to the insurance industry, Kevin’s passion for personalized service and long-standing dedication to community make him a trusted guide in navigating life’s most important financial decisions.

Specializing in Indexed Universal Life (IUL) policies and annuities, Kevin works closely with families planning for longterm stability and with individuals approaching retirement who want to finalize their financial roadmap. His approach is simple: listen first, tailor solutions, and always put the client’s needs at the center.

Based in Kansas City, Missouri, Kevin proudly serves clients nationwide, offering bilingual support in Spanish and Portuguese. For over 20 years, he has volunteered in multicultural communities, building strong relationships and earning the trust of those he serves.

Whether you're planning for your family's future or preparing for retirement, Kevin is here to help you make confident, informed decisions with clarity and care

816-490-6384
kevin@riverstonelp.com
Garland F. Davis, Jr.
Broker & Field Underwriter

I’m a licensed field underwriter and broker with Riverstone Legacy Partners, serving families across New York, New Jersey, Connecticut, Michigan, Texas, and Oklahoma. With nearly three decades rooted in family and community, I’ve dedicated much of my life to volunteer work—supporting families globally through relief efforts and a Bible-based educational program.

Originally from Oklahoma City, I spent my formative years in Brooklyn, New York, before settling with my wife, Tara, in upstate New York, where we’ve lived for the past eight years. My professional focus is helping individuals and families as a field-underwriter/broker for life and health insurance. I take pride in providing clear guidance, personalized solutions, and genuine care—always striving to deliver the best possible support. Beyond my work, I enjoy traveling throughout the Tri-State area and meeting new people, finding fulfillment in both service and connection.

405-689-9857
davis@riverstonelp.com

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